401(k) · DOL Form 5500 · 2023

Liberty Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: N/A
Participants Small participant base: 36th
Percentile by assets National rank

PlainRetire home → About this data RSS: change history

Official DOL plan name: Liberty Bancshares, Inc. Employee Stock Ownership Plan · Sponsored by Liberty Bancshares, Inc. · Ohio · Management of Enterprises

$3M in assets, N/A participants

Liberty Bancshares, Inc.'s Liberty Bancshares, Inc. Employee Stock Ownership Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 36th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#243 in Management of Enterprises (1,137 peers)

Liberty Bancshares, Inc. multi-year trail

Liberty Bancshares, Inc.'s plans moved -100.0% in assets from 2022 to 2024; this filing shows Liberty Bancshares, Inc. Employee Stock Ownership Plan at $3M / N/A participants.

#243
in Management of Enterprises (1,137 peers): -51.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty Bancshares, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Liberty Bancshares, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,134,567 36th percentile higher than 36% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Liberty Bancshares, Inc. Employee Stock Ownership Plan reported net income fell from -$981K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
Liberty Bancshares, Inc. Employee Stock Ownership Plan reported participants fell from 72 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Liberty Bancshares, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341545356 · Liberty Bancshares, Inc. PY 2023 · 401(k)

Liberty Bancshares, Inc. Employee Stock Ownership Plan · $3M · N/A · 36th

PCT $3M
PCT N/A
PCT 36th
PCT 401(k)
PCT near Globe Express Services Ltd 401(k) Profit Sharing Plan & Trust
PCT ind #243

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Liberty Bancshares, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Liberty Bancshares, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $2K 99.97600217771283% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	72	$6M
2023	1	N/A	$3M
2024	2	N/A	$2K

Liberty Bancshares, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$3M
Net Income	-$3M
Employer EIN	341545356
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Liberty Bancshares, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Liberty Bancshares, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Liberty Bancshares, Inc. Employee Stock Ownership Plan's closest out-of-state 401(k) peers by assets

Outside Ohio, the nearest 401(k) by end-of-year assets is Globe Express Services Ltd 401(k) Profit Sharing Plan & Trust in NC at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Globe Express Services Ltd 401(k) Profit Sharing Plan & Trust (NC) $3M · 32
Mth Clinic, P. C. 401(k) Plan (OR) $3M · 2
Dilts Macary & Calvin, LLC 401(k) Plan and Trust (PA) $3M · 6
Curated 401(k) Plan (CA) $3M · 140

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liberty Bancshares, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Liberty Bancshares, Inc. Employee Stock Ownership Plan contracted severely - down 51.2% during 2023, from $6M to $3M. Reported net income was -$3M.

How have Liberty Bancshares, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Liberty Bancshares, Inc.'s sponsor-wide assets declined 100.0%, from $6M to $2K.

Which 401(k) plans are similar in size to Liberty Bancshares, Inc. Employee Stock Ownership Plan? ▼

Among 401(k) plans in other states, the closest by assets is Globe Express Services Ltd 401(k) Profit Sharing Plan & Trust in NC ($3M, 32 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341545356.